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Technology Stocks : Dell Technologies Inc.
DELL 134.89+0.7%2:38 PM EST

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To: JRI who wrote (119221)4/20/1999 10:46:00 AM
From: Ian@SI  Read Replies (2) of 176387
 
John,

The only time I've seen Ron show enthusiasm about a rise in the markets was when the FarEast and Latin American markets showed signs of life.

It makes me believe that he's primarily out of the US markets and regretting it.

One has to wonder whether he believes the only way he can do well is if US stocks do poorly. If that's his belief, is he ever in for one hell of a shock should it come true.

FWIW,
Ian.
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